Inheritance tax return

Inheritance tax is a very burdensome tax, with a maximum tax ratio of 55%.However, not all deceased persons are necessarily required to file and pay inheritance tax returns.

Specifically, an inheritance tax return is required for those who own property in excess of the basic deduction of 30 million yen plus the number of legal heirs x 6 million yen.

In addition, it is necessary to collect documents such as a copy of the family register and certificate of residence, a certified copy of the real estate registry, and proof of the balance of bank deposits and securities accounts in order to file a tax return.

In addition, inheritance tax is characterized by the fact that the amount of tax varies greatly depending on the valuation of the inherited property and the division of the estate.Thus, filing an inheritance tax return requires a lot of effort and expertise.

We have been involved in the preparation of approximately 300 inheritance tax returns.We will use this experience to provide services that will satisfy our customers.

Flow to Contract

Flow to Contract

  1. 1. Make an appointment for an interview

    First, please call us or use the contact form to make an appointment for an interview. The initial interview will be free of charge for those who are willing to make a request.

  2. 2. Initial meeting and contract

    We will talk with you at the initial meeting. If there are no problems, we will ask you to confirm the agreement and charge 50% of the fee as a initiation fee.

  3. 3. Preparation of tax returns

    Once we confirm receipt of the initiation fee, we will begin work on the inheritance tax return.

Request an inheritance tax return

Inheritance tax return

Due to changes in the inheritance tax law, the number of persons required to file an inheritance tax return has doubled since January 1, 2015. In large cities such as Tokyo and Osaka, there is an increase in the number of cases where even workers families who only own a studio apartment are required to file an inheritance tax return, and even families that previously had no connection with inheritance tax are now considering inheritance. Based on the following "Four Pillars of Inheritance Planning," we provide accurate advice tailored to each family after sorting out complex inheritance issues one by one.

Four Pillars of Inheritance Planning

Source of inheritance tax payment
Inheritance tax is also levied on assets with low cash value, such as real estate and company stock. Therefore, it is necessary to examine whether funds for payment of inheritance taxes have been secured and whether they will be insufficient.
We will estimate inheritance taxes before your death and confirm that there are no problems with tax payment funds. If there is a shortfall in tax payment funds, we will suggest methods such as selling real estate or buying your own shares before the inheritance.
Transfer of property
We will consider which of the following methods is best for transferring assets: gifts during one's lifetime, inheritance/gifts, or transfers, and propose a succession method that meets the customer's situation and needs.
Division of property
In order to prevent "disputes" after an inheritance occurs, we support our clients in considering and deciding how to divide their estates before the inheritance, utilizing methods such as wills and trusts.
We will propose and implement methods that reflect the wishes of our clients to the greatest extent possible and prevent disputes among heirs.
Inheritance Tax Reduction
The amount of inheritance tax is determined by the assessed value of the inherited property. Therefore, the higher the assessed value of the inherited property, the heavier the inheritance tax amount.
We can help you reduce the assessed value of your inherited property in accordance with the inheritance tax law and the general rules and regulations, thereby reducing inheritance tax as much as possible.
Request a business succession and inheritance planning